Inviting your team and setting roles

Each valuer gets their own login. Admins manage settings; staff do the valuation work.

1. Open Settings > Team & billing (admins only).
2. Enter the new member’s email address, pick their role, and choose Create invite link.
3. Choose Email invite to send it from the app, or Copy link to send it yourself. The invite only works for the email address it was issued to, so a forwarded link is useless to anyone else.
4. They open the link, create their account with that same email, confirm it, and land back on the invite to accept.
5. Tick Graduate for graduate valuers: their jobs automatically use graduate report templates and route to a registered valuer for approval.